Stevard

Stevard as of March 31, 2024

Portfolio Holdings for Stevard

Stevard holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pfizer (PFE) 31.1 $35M 1.2M 27.75
NVIDIA Corporation (NVDA) 9.5 $11M 12k 903.56
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 7.5 $8.3M 17k 480.70
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 6.1 $6.8M 37k 182.61
Invesco Qqq Trust Series I Unit Ser 1 (QQQ) 4.8 $5.4M 12k 444.01
Spdr S&p 500 Etf Trust Tr Unit (SPY) 4.7 $5.2M 9.9k 523.07
Energy Select Sector Spdr Fund Energy (XLE) 3.3 $3.7M 39k 94.41
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 2.7 $2.9M 7.0k 420.52
Danaher Corporation (DHR) 1.9 $2.1M 8.2k 249.72
Tesla Motors (TSLA) 1.8 $2.0M 12k 175.79
Amazon (AMZN) 1.8 $2.0M 11k 180.38
Apple (AAPL) 1.7 $1.9M 11k 171.48
Microsoft Corporation (MSFT) 1.4 $1.6M 3.7k 420.72
Vaneck Semiconductor Etf Semiconductr Etf (SMH) 1.3 $1.4M 6.2k 224.99
Veeva Sys Inc Cl A Cl A Com (VEEV) 1.2 $1.4M 5.8k 231.69
Zebra Technologies Corporation Cl A Cl A (ZBRA) 1.2 $1.3M 4.4k 301.44
Eli Lilly & Co. (LLY) 1.2 $1.3M 1.7k 777.96
Fiserv (FI) 1.1 $1.2M 7.6k 159.82
Accenture Plc Ireland Shs Class A Shs Cl A (ACN) 0.8 $874k 2.5k 346.61
AFLAC Incorporated (AFL) 0.8 $859k 10k 85.86
Moderna (MRNA) 0.8 $837k 7.9k 106.56
Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.7 $807k 1.5k 524.34
Global X U.s. Infrastructure Development Etf Us Infr Dev Etf (PAVE) 0.7 $800k 20k 39.81
Home Depot (HD) 0.7 $779k 2.0k 383.60
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW) 0.7 $776k 9.3k 83.30
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ) 0.7 $766k 14k 54.71
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA) 0.7 $739k 1.9k 397.76
Vanguard Small-cap Etf Small Cp Etf (VB) 0.6 $687k 3.0k 228.59
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM) 0.6 $653k 3.5k 187.35
Johnson & Johnson (JNJ) 0.5 $589k 3.7k 158.19
Invesco Aerospace & Defense Etf Aerospace Defn (PPA) 0.5 $584k 5.7k 101.57
Renaissance Ipo Etf Ipo Etf (IPO) 0.4 $495k 12k 41.52
Astrazeneca Sponsored Adr (AZN) 0.4 $491k 7.2k 67.75
Technology Select Sector Spdr Fund Technology (XLK) 0.4 $472k 2.3k 208.27
Ark Innovation Etf Innovation Etf (ARKK) 0.4 $460k 9.2k 50.08
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.4 $429k 2.5k 169.37
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR) 0.4 $401k 7.1k 56.39
Pure Storage Inc Cl A Cl A (PSTG) 0.4 $391k 7.5k 51.99
Crispr Therapeutics Ag Namen Akt Ag Namen Akt (CRSP) 0.3 $369k 5.4k 68.16
Intel Corporation (INTC) 0.3 $357k 8.1k 44.17
Wisdomtree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ) 0.3 $350k 3.2k 108.50
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.3 $344k 2.5k 135.06
International Business Machines (IBM) 0.3 $325k 1.7k 190.96
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.3 $316k 3.9k 80.63
Deere & Company (DE) 0.3 $289k 703.00 410.74
Fortinet (FTNT) 0.3 $284k 4.2k 68.31
Ark Fintech Innovation Etf Fintech Innova (ARKF) 0.2 $257k 8.5k 30.33
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG) 0.2 $257k 8.9k 28.76
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $244k 1.2k 210.30
Veralto Corp Com Shs (VLTO) 0.2 $243k 2.7k 88.66
Palo Alto Networks (PANW) 0.2 $240k 846.00 284.13
Block Inc Cl A Cl A (SQ) 0.2 $234k 2.8k 84.58
Meta Platforms Inc Cl A Cl A (META) 0.2 $213k 438.00 485.58
Devon Energy Corporation (DVN) 0.2 $209k 4.2k 50.18